FA Magazine July/August 2022 | Page 49

200 Retirement Income Solutions Ann Arbor , Mich . 2,403.82 12.81 % 1.93 9.37 % 3.15 % 201 Connecticut Wealth Management Farmington , Conn . 2,385.20 13.81 % 2.67 4.40 % 9.01 % 202 Summitry Foster City , Calif . 2,382.31 21.66 % 2.01 16.33 % 4.59 % 203 Apella Capital Glastonbury , Conn . 2,357.00 41.82 % 0.97 16.86 % 21.36 % 204 Relative Value Partners Northbrook , Ill . 2,309.02 45.20 % 7.22 18.88 % 22.14 % 205 West Financial Services McLean , Va . 2,283.30 17.54 % 2.59 8.36 % 8.48 % 206 XML Financial Group Rockville , Md . 2,257.74 77.54 % 1.12 24.50 % 42.60 % 207 Osborne Partners Capital Management San Francisco , Calif . 2,243.25 27.24 % 3.44 11.43 % 14.19 % 208 Vigilant Capital Management Portland , Maine 2,240.16 28.28 % 4.85 16.90 % 9.74 % 209 Heritage Financial Services Westwood , Mass . 2,228.36 22.10 % 2.10 12.53 % 8.50 % 210 Stoker Ostler Wealth Advisors Scottsdale , Ariz . 2,216.80 29.01 % 2.09 13.58 % 13.58 % 211 LVW Advisors Pittsford , N . Y . 2,201.07 5.92 % 5.13 3.70 % 2.14 % 212 Beirne Wealth Consulting Services Shelton , Conn . 2,196.43 15.90 % 5.37 4.28 % 11.14 % 213 RTD Financial Advisors Philadelphia , Pa . 2,191.56 16.76 % 3.39 12.79 % 3.52 % 214 Principle Wealth Partners Madison , Conn . 2,190.00 24.50 % 2.44 10.79 % 12.38 % 215 Courier Capital Buffalo , N . Y . 2,180.33 6.67 % 2.68 6.01 % 0.62 % 216 Certified Advisory Corp Altamonte Springs , Fla . 2,178.85 21.92 % 1.98 N / A N / A 217 CPS Investment Advisors Lakeland , Fla . 2,172.88 27.63 % 0.70 12.07 % 13.89 % 218 Marcum Wealth Cleveland , Ohio 2,171.46 110.40 % 0.89 22.97 % 71.10 % 219 SteelPeak Wealth Woodland Hills , Calif . 2,163.66 96.01 % 1.37 79.22 % 9.37 % 220 BerganKDV Wealth Management Bloomington , Minn . 2,142.63 59.55 % 2.21 39.81 % 14.12 % 221 Capstone Financial Advisors Downers Grove , Ill . 2,098.96 14.28 % 3.71 6.81 % 6.99 % 222 McKinley Carter Wealth Services Wheeling , W . Va . 2,094.89 15.44 % 1.31 4.62 % 10.34 % 223 CFS Investment Advisory Services Totowa , N . J . 2,083.42 22.25 % 3.79 11.13 % 10.00 % 224 Legacy Wealth Management Memphis , Tenn . 2,076.49 19.51 % 1.68 5.85 % 12.90 % 225 BLB & B Advisors Montgomeryville , Pa . 2,065.09 22.31 % 1.69 16.79 % 4.73 % 226 Regal Investment Advisors Kentwood , Mich . 2,058.02 6.30 % 0.34 19.24 % -10.85 % 227 Foster & Motley Cincinnati , Ohio 2,057.59 19.13 % 2.73 8.70 % 9.59 % 228 Fairway Wealth Management Independence , Ohio 2,023.38 9.55 % 7.55 2.19 % 7.20 % 229 Capital Wealth Advisors Naples , Fla . 2,018.79 21.48 % 1.78 17.83 % 3.09 % 230 Colorado Financial Management Boulder , Colo . 2,000.00 25.00 % 2.22 11.11 % 12.50 % 231 Pinnacle Wealth Planning Services Mansfield , Ohio 1,991.86 32.58 % 2.27 19.58 % 10.87 % 232 Gamble Jones Investment Counsel Pasadena , Calif . 1,986.88 15.79 % 3.28 14.26 % 1.34 % 233 Guyasuta Investment Advisors Pittsburgh , Pa . 1,985.80 19.23 % 4.96 14.76 % 3.90 % 234 Inspire Investing Meridian , Idaho 1,984.84 51.02 % 0.91 9.57 % 37.83 % 235 SFMG Wealth Advisors Plano , Texas 1,975.36 18.40 % 3.11 12.81 % 4.95 % 236 Polaris Wealth Advisory Group San Rafael , Calif . 1,962.33 40.45 % 1.39 0.03 % 40.42 % 237 Main Street Research Sausalito , Calif . 1,957.76 40.50 % 2.35 -2.34 % 43.87 % 238 Artemis Wealth Advisors New York , N . Y . 1,946.39 12.83 % 92.69 7.46 % 5.00 % 239 Glassman Wealth Services Vienna , Va . 1,942.82 16.88 % 6.48 12.98 % 3.45 % 240 Windsor Wealth Management Indianapolis , Ind . 1,941.42 15.55 % 2.02 10.38 % 4.68 % 241 Bogart Wealth McLean , Va . 1,925.11 46.76 % 1.87 22.44 % 19.86 % 242 LBMC Investment Advisors Brentwood , Tenn . 1,896.87 25.07 % 3.99 16.12 % 7.71 % 243 IPI Wealth Management Decatur , Ill . 1,883.81 55.71 % 0.23 24.05 % 25.52 % 244 Ashfield Capital Partners San Francisco , Calif . 1,861.13 25.44 % 10.95 25.44 % 0.00 % 245 Sadoff Investment Management Milwaukee , Wis . 1,859.84 26.18 % 3.05 26.39 % -0.16 % 246 Strategic Financial Services Utica , N . Y . 1,838.07 16.18 % 1.66 10.73 % 4.92 % 247 Ensemble Capital San Francisco , Calif . 1,821.91 30.21 % 6.37 11.54 % 16.73 % 248 Stonebridge Capital Advisors Saint Paul , Minn . 1,805.01 16.85 % 1.42 10.67 % 5.58 % 249 ProVise Management Group Clearwater , Fla . 1,769.26 2.86 % 1.28 -12.66 % 17.78 %

* Discretionary and nondiscretionary AUM can be found in FA ’ s online version and Form ADV . ** Average assets per client relationship . † Firm started in 2021 . †† AUM is for JFG Wealth Management and Johnson Financial Group . JFG Wealth Management is owned 100 % by Johnson Financial Group and Johnson Financial Group employees . ‡ AUM is for NorthCoast Asset Management , a dba of , and investment advisory services offered through , Connectus Wealth . ‡‡ Pan Global Advisers is a wholly owned RIA by Tax Efficient Asset Management Solution (“ TEAMS ”), and is the sub-adviser to TEAMS .

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